See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,791 | $77,419-89.9% | $69,455-88.8% | $152,861-94.9% |
| Participation rate | 58.3% | 78.1%-19.8pp | 74.6%-16.3pp | 82.4%-24.1pp |
| Annual return | 27.87% | 39.06%-11.2pp | 28.97%-1.1pp | 345.32%-317.4pp |
| Employer contribution / active EE | $155 | $3,315-95.3% | $2,779-94.4% | $4,762-96.8% |
| Participant deferral / active EE | $1,859 | $4,414-57.9% | $3,535-47.4% | $5,850-68.2% |
| Admin fee / account holder | $249 | $6,207-96.0% | $3,839-93.5% | $11,596-97.9% |